CA
SMA

CoreCap Advisors’s SmartStop Self Storage REIT SMA Stock Holding History

CoreCap Advisors’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3K Hold
1,209
– – ﹤0.01% 1505
2026
Q1 		$36.6K Hold
1,209
– – ﹤0.01% 1440
2025
Q4 		$37.4K Buy
+1,209
New +$40.9K ﹤0.01% 1441

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CoreCap Advisors's SMA Position: Q2 2026 in Review

CoreCap Advisors held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 1,209 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

CoreCap Advisors first reported a position in SMA in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • CoreCap Advisors held 1,209 shares of SmartStop Self Storage REIT worth $39.3K as of Q2 2026.
  • CoreCap Advisors left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1505 holding.
  • CoreCap Advisors first reported a position in SmartStop Self Storage REIT in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.